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| Hollard Equity Fund Fact Sheet MDD |
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Hollard Equity Fund Fact Sheet MDD
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the investment objective of this unit trust fund is to provide medium to long term capital growth through investments in selected shares across all industry groups as well as across the range of large , mid and smaller cap shares, with risk/return profile comparable to that of overall Jse equity market.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2014 |
12 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Hollard Equity Fund Unit Prices |
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The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
DYN
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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| Distributions Info (in cents) |
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| Q3 of 2022 | 3.99 |
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| Q1 of 2022 | 2.15 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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